Tax Administration Specialist

2 weeks ago


Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

We are seeking a skilled Tax Processing Administrator for our esteemed accounting firm.

The successful candidate will demonstrate exceptional standards, possess outstanding communication abilities, and show initiative in managing daily responsibilities. Experience in a tax-focused accounting environment is preferred to effectively support our tax partners and accountants. A proactive approach and the capacity to meet stringent deadlines will be crucial for success in this diverse role.

KEY RESPONSIBILITIES
  • Assist Tax Partners with calendar organization and scheduling client meetings, whether in-person, by phone, or virtually.
  • Prepare and manage various client deliverables, such as tax returns, organizers, extensions, engagement letters, and correspondence.
  • Liaise with clients to address documentation inquiries and provide general assistance.
  • Support general office operations, including supply ordering, mail distribution, phone answering, scanning, and faxing.
  • Maintain a comprehensive client database and facilitate the onboarding process for new clients.

REQUIRED QUALIFICATIONS

  • A collaborative team player with strong communication and organizational skills.
  • Capable of managing multiple tasks while exercising sound judgment and taking ownership of responsibilities.
  • Willingness to travel for errands as necessary.
  • Availability for overtime and weekend work during peak periods, as required.
  • Proficient in Microsoft Office Suite (Word, Excel, PDF, and Outlook) is essential.
  • Familiarity with CCH Programs, including ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management, is advantageous.
  • A minimum of four years of administrative and tax processing experience in a public accounting setting is preferred.

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